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Service Business · Clients · Projects · Time

Dashboard, Billing &
Projects in One Platform

For consultancies, agencies, and professional services — overview dashboard, invoices & proposals, time & projects, contracts, and purchases with client-centric master data.

Overview Dashboard & Reports

KPIs, revenue trend, aging, unbilled time

Total Revenue

₹42.86 L

+12.4%

Outstanding

₹8.72 L

-3.2%

Cash Balance

₹15.40 L

+5.1%

Net Margin

28.6%

+1.8%

Revenue & Profit Trend
Receivables Aging
Current₹4.25 L (8)
1–30d₹2.15 L (5)
31–60d₹1.32 L (3)
90+d₹25,000 (1)
Unbilled Time
ProjectHrsAmount
ERP – Reliance48₹1.20 L
Cloud – TCS24₹72,000
HRMS – HCL16₹32,000

Built for Service Businesses

Consultancies, agencies, professional services, and contractors — one platform.

Consultancies

Agencies

Professional Services

Contractors & Freelancers

Sales & Billing

Invoices, Proposals & Payments

Client-facing sales with invoices, proposals (scope & timeline), recurring invoices, credit notes, and payments received. Import unbilled time into invoices.

  • Invoices with client, project, and service/hour line items
  • Proposals with scope, deliverables, and milestone tracking
  • Recurring invoices and credit notes; payment allocation
Time & Projects

Time Entries, Projects & Contracts

Log time with timer, project dashboard, timesheets, and unbilled time. Service contracts with SLA, milestones, and renewal tracking.

  • Time entries by project and member; billable vs non-billable
  • Project budget vs spent and progress; utilization reports
  • Contracts with SLA management and renewal alerts
Purchases & Master Data

Bills, Expenses, POs & Master Data

Bills and expenses with project and billable-to-client tracking. Purchases, purchase orders, and purchase analytics. Chart of accounts, clients, services, and tax rates.

  • Bills & expenses with project and billable checkbox
  • Purchase orders and purchase analytics
  • COA, clients, services & deliverables, tax rates

General FAQs

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